Fidelity funds distribution schedule
[DOC File]SUMMARY PLAN DESCRIPTION
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(b). Roll over to a Non-Fidelity IRA - You must complete a Fidelity Investments Distribution Form and indicate the name and address of the custodian, and account number for your IRA. If you are married, your spouse must also sign the form. After authorizing your distribution, the Plan Administrator will forward the form to the Trustee.
United Airlines Holdings
Certain trust investments are shares of mutual funds managed by Fidelity. Fidelity is the trustee as defined by the Plan and, therefore, these transactions qualify as party-in-interest transactions. Fees paid by the Plan for investment management services were …
[DOC File]DEPARTMENT OF AGRICULTURE
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The Intermediary will provide fidelity bond coverage for all persons, including contractors, who have access to the funds in the Revolving Loan Fund. Any contract for services provided by outside independent entities for the benefit of the Intermediary in connection with the administration of the Revolving Loan Fund must be reviewed and ...
[DOC File]Investor Center Seminars: Provide ... - Fidelity Investments
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These are marketing mailings which can be “passed-through” to Fidelity retail customers who hold mutual fund positions in your funds. All marketing material must be filed with the NASD and a Marketing Mailing Approval Form must be completed prior to distribution to ADP. ADP will invoice your firm directly for mailing costs. Quarterly ...
[DOC File]UNIVERSITY OF ARKANSAS
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Oct 31, 2013 · You can receive more information and request prospectuses for the mutual funds by writing to: Fidelity Retirement Services, P.O. Box 5000, Cincinnati, Ohio 45273, or calling Fidelity Retirement Services at (800) 343-0860, Monday through Friday, from 7:00 a.m. to 11:00 p.m., Central Time or by accessing Fidelity’s Website at www.fidelity.com ...
Investor Relations | ABIOMED, Inc.
Allocating assets among underlying Fidelity funds according to an asset allocation strategy that becomes increasingly conservative until it reaches 20% in domestic equity funds, 35% in investment-grade fixed-income funds, 5% in high yield fixed-income funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2005).
FIDELITY FUNDS SICAV
FIDELITY INVESTMENT FUNDS ... The distribution accounts of each Fund for any of its distribution periods may show the Fund’s income as being available for distribution as either a dividend or interest distribution; the type selected depends on the source and composition of the income of the Fund for the distribution period in question (as ...
GENTHERM INCORPORATED
FMR beneficially owns, through Fidelity, as investment advisor to the Fidelity Funds, 220,000 Shares, or approximately 3.12% of the outstanding Shares of the Company, and through FMTC, the managing agent for the Accounts, 330,000 Shares, or approximately 4.68% of …
Investor Relations | ABIOMED, Inc.
Fidelity Management & Research Company manages a number of mutual funds available to plan participants subsequent to the plan conversion. Fidelity Management Trust Company is the Trustee as defined by the Plan and, therefore, transactions with any of the Fidelity Advisor mutual funds also qualify as party-in-interest transactions.
[DOC File]Sample Participant Notice - American Funds
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Designed to simplify your investment decision-making, the American Funds Target Date Retirement Series is made up of 12 target date fund portfolios, each composed of a different mix of the American Funds, with retirement dates ranging from 2010 through 2065 in five-year increments.
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